+440.6%
TEAM vs GD
+174.9%
+265.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.5% | -5.6% | -4.6% |
| 7D | -22.2% | -1.9% | -20.3% | -21.7% |
| 30D | -28.1% | +10.9% | -39.1% | -30.7% |
| 3M | -2.2% | -6.8% | +4.6% | -0.1% |
| 6M | +62.2% | +7.0% | +55.2% | +58.1% |
| YTD | -8.4% | +11.1% | -19.5% | -12.1% |
| 1Y | -6.6% | +7.0% | -13.7% | -9.3% |
| 3Y | -15.7% | +59.9% | -75.6% | -29.0% |
| 5Y | -65.7% | +102.5% | -168.2% | -73.1% |
| All | +440.6% | +174.9% | +265.7% | +337.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded GD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling